GE Aerospace (NYSE:GE) Upgraded at Zacks Research

Zacks Research upgraded shares of GE Aerospace (NYSE:GE) from a hold rating to a strong-buy rating in a research report report published on Tuesday morning,Zacks.com reports.

Several other research analysts have also recently weighed in on GE. BNP Paribas Exane decreased their price objective on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a report on Friday, January 23rd. Bank of America boosted their target price on shares of GE Aerospace from $310.00 to $365.00 and gave the company a “buy” rating in a research note on Monday, October 27th. Sanford C. Bernstein reissued an “outperform” rating on shares of GE Aerospace in a report on Monday, October 27th. Wall Street Zen upgraded GE Aerospace from a “hold” rating to a “buy” rating in a research note on Saturday, January 24th. Finally, Susquehanna reaffirmed a “positive” rating and issued a $380.00 price objective on shares of GE Aerospace in a report on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, GE Aerospace presently has an average rating of “Moderate Buy” and a consensus price target of $319.00.

GE Aerospace Trading Up 2.1%

Shares of NYSE:GE opened at $298.63 on Tuesday. The company has a market cap of $314.99 billion, a P/E ratio of 36.69, a PEG ratio of 2.72 and a beta of 1.40. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.74. GE Aerospace has a 1 year low of $159.36 and a 1 year high of $332.79. The stock’s fifty day moving average price is $304.99 and its 200-day moving average price is $293.38.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.43 by $0.14. The company had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.GE Aerospace’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same period last year, the company earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Sell-side analysts expect that GE Aerospace will post 5.4 earnings per share for the current year.

GE Aerospace Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, January 26th. Investors of record on Monday, December 29th were issued a $0.36 dividend. This represents a $1.44 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend was Monday, December 29th. GE Aerospace’s dividend payout ratio (DPR) is currently 17.69%.

Insiders Place Their Bets

In other GE Aerospace news, SVP Russell Stokes sold 8,000 shares of the business’s stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the completion of the sale, the senior vice president owned 150,434 shares of the company’s stock, valued at approximately $44,785,706.14. The trade was a 5.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 0.21% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the stock. Norges Bank purchased a new position in GE Aerospace during the second quarter valued at approximately $3,408,828,000. Capital World Investors increased its stake in shares of GE Aerospace by 16.2% in the third quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock worth $6,449,731,000 after purchasing an additional 2,995,054 shares in the last quarter. Jennison Associates LLC raised its position in shares of GE Aerospace by 21.5% during the 3rd quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock valued at $2,536,177,000 after purchasing an additional 1,494,541 shares during the period. Vanguard Group Inc. lifted its stake in shares of GE Aerospace by 1.6% during the 2nd quarter. Vanguard Group Inc. now owns 91,989,511 shares of the company’s stock valued at $23,677,180,000 after buying an additional 1,482,069 shares in the last quarter. Finally, CIBC Bancorp USA Inc. bought a new position in GE Aerospace in the 3rd quarter worth $285,263,000. Institutional investors own 74.77% of the company’s stock.

Trending Headlines about GE Aerospace

Here are the key news stories impacting GE Aerospace this week:

• Positive Sentiment: Zacks upgraded GE to a “strong‑buy,” adding buy‑side momentum and signaling increased analyst conviction. Zacks Upgrade
• Positive Sentiment: Jim Cramer publicly pushed back against the market’s skepticism on GE, a high‑visibility endorsement that often drives short‑term retail demand. Jim Cramer Insists Market is Wrong About GE Aerospace
• Positive Sentiment: Citigroup added GE to its high‑conviction focus list and outlined a path to a much larger market value, which supports a multi‑quarter re‑rating if execution continues. Citi Adds GE to High‑Conviction Focus List
• Positive Sentiment: JPMorgan raised its price target to $335, providing an institutional price anchor that can support further upside from current levels. JPMorgan Raises Price Target
• Positive Sentiment: Technology/program win: NASA and GE validated a hybrid aircraft engine under the HyTEC program — a longer‑term positive for R&D credibility and potential future contracts. NASA, GE Validate Hybrid Engine
• Neutral Sentiment: Delta settled on continued use of GE’s GEnx engines amid broader testing developments, which supports ongoing airline customer relationships but is operational/contractual rather than a large new order. Delta Settles on GEnx Engines
• Neutral Sentiment: Independent media and analysts (The Motley Fool, Seeking Alpha) argue the market overreacted to near‑term margin pressure and that GE’s longer‑term fundamentals still support upside — these narratives help sentiment but don’t change near‑term cash flow. Fool: Market Is Wrong to Sell Off GE
• Negative Sentiment: Near‑term margin pressure highlighted in recent updates has been cited as the reason for prior weakness — a genuine risk that could blunt upside if execution or margins deteriorate further. Margin Pressure Note

GE Aerospace Company Profile

GE Aerospace (NYSE: GE) is the aerospace business of General Electric, focused on the design, manufacture and support of aircraft engines, integrated propulsion systems and related aftermarket services. The company serves commercial airlines, airframers, business and general aviation operators, and defense customers, providing propulsion solutions for a broad range of aircraft types from single‑aisle airliners to widebody and military platforms.

Its product portfolio includes a family of commercial and military jet engines as well as spare parts, components and systems engineering.